James David Stein

James digs in to all the details when creating a trust. His presentation is organized and his questions are clear and concise. He provided easy to understand answers to all of my “if and when “ questions. The final trust document is straightforward, well organized and simple to navigate.reviewing and... then updating my trust. He is delightful to work with as he is friendly, easy to talk to and extremely knowledgeable and professional. I highly recommend him to anyone seeking legal services in creating a trust.

James did an outstanding job preparing our trust and we couldn't be happier with the service. From our initial consultation, James clearly explained each step of the process, breaking down complex legal jargon into understandable terms. He was patient with our many questions, proactive in guiding us ...through decisions, and highly efficient in drafting all the necessary documents. If you're looking for a knowledgeable and trustworthy attorney for estate planning, James is an excellent choice.

Mr. Stein handled our Trust/Will for us recently and he was an excellent attorney for our needs. He took the time to explain everything so we could understand it as well as give us direction on how to handle proceedings in the future as well. We highly recommend Mr. Stein for anyone looking to do e...state planning.

James was fantastic to work with, especially after making several unanswered calls to find other estate planning law offices prior to finding him. His fees were reasonable, he was very responsive, thorough, and most importantly explained tax repercussions in layman's language. His explanations as to ...how to proceed with every step were also very helpful. He answered every email promptly and thoroughly. Thank you, James.

My wife and I were looking for a lawyer who specialized in estate planning as we wanted to create a comprehensive estate plan. After interviewing several law firms we chose the Law Office of James D. Stein. James was very professional, knowledgeable, courteous and answered all our questions in a time...ly manner. The entire process from the initial consultation to getting the trust signed was smooth and easy. I would highly recommend this law firm.